Client Results and Retention Demonstrate Our Success

we did it for them, so we can do it for you

We know what it takes to deliver annuities, long-term care, and life products successfully to broker-dealers. In 1980s, Steve Gates recognized opportunities to market securities and life insurance commercially. He left a successful NYSE brokerage firm, to join a startup division at SunLife (later SunAmerica). When he founded Clarke in 1992, he realized that broker-dealers could also benefit from its own platform. Michael Denton developed the Financial Institution Marketing Division at Jefferson Pilot, making it the top 10 provider of fixed annuities in the bank marketplace. He joined Clarke as a co-president, bringing significant product development experience. Together, they lead our firm, which serves over 200 financial institutions in the United States, including broker-dealers like yours.

Learn how we deliver profitability and efficiency for broker dealers.

  • Developing Cutting-Edge Proprietary Annuity Products— In 2009, we were hired by an “A” rated carrier with over $14 billion in assets to consult on the product design for a Deferred Fixed Annuity targeted to the broker-dealer and bank marketplace. Insurers are hesitant to develop proprietary products with financial institutions, because there is a history of failed launches. Carriers usually expect a proprietary program to generate $100 million plus. Our proprietary Deferred Annuity generated the highest first-year premiums over all other products for the carrier, and went from $0 in sales in 2009 to a run rate in excess of $1 billion.